Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Neither my wife or myself has received our w2's yet. what do…

Customer Question
Neither my wife or...

Neither my wife or myself has received our w2's yet. what do we do

Accountant's Assistant: The Accountant will know how to help. Please tell me more, so we can help you best.

Neither my wife or myself has received our w2's yet. what do we do

Submitted: 1 month ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 1 minute by:
3/6/2018
Tax Professional: Lane, JD, CFP, MBA, CRPS replied 1 month ago
Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 13,986
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
Verified

Hi. My name’s Lane …

I hold a law degree (J.D.), with concentration in Tax Law, Estate law & Corporate law, an MBA in finance, a BBA, and CFP & CRPS (Chartered Retirement Plans Specialist) designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice, to clients on three continents, since 1986.

I’m looking at your question now.

Bear with me a moment while I type up my response.

Then if you have further questions we can go from there.

Ask Your Own Tax Question
Tax Professional: Lane, JD, CFP, MBA, CRPS replied 1 month ago

There's actually an IRS process for this ... let me pull up the regs here

Ask Your Own Tax Question
Tax Professional: Lane, JD, CFP, MBA, CRPS replied 1 month ago

https://www.irs.gov/faqs/irs-procedures/w-2-additional-incorrect-lost-non-receipt-omitted/w-2-additional-incorrect-lost-non-receipt-omitted

...

If by the end of February, your attempts to have the Form W-2, Wage and Tax Statement, are unsuccessful, you can request that an IRS representative initiate a Form W-2 complaint. Call the IRS toll free at(###) ###-####or make an appointment to visit an IRS Taxpayer Assistance Center (TAC).

  • The IRS will send your employer a letter requesting that they furnish you a corrected Form W-2 within ten days. The letter advises your employer of their responsibilities to provide a correct Form W-2 and of the penalties for failure to do so.
  • The IRS will send you a letter with instructions and Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. You can use the Form 4852 in the event that your employer doesn't provide you with the corrected Form W-2 in time to file your tax return.

...

Asl if you know the amounts (by, say, looking at check stubs) you can use the 4852 (here's a link to the form: https://www.irs.gov/forms-pubs/about-form-4852) to report , rather than sending the W-2 itself

Ask Your Own Tax Question
Was this answer helpful?
Ask Lane Your Own Question
Lane
Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 13,986
13,986 Satisfied Customers
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986

Lane is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,451 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

56 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,124 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
I have a 1099-R that says I had a gross distribution of
I have a 1099-R that says I had a gross distribution of $1003.33. It is the only income I have other than about 19,691.00 from Social Security. How do I figure my tax liability on that amount so I can… read more
ABC Accounting Group
ABC Accounting Group
Bachelor\u0027s Degree
828 satisfied customers
I have just received a form 1099-R that I should have
I have just received a form 1099-R that I should have received before I sent in my tax report. … read more
Lane
Lane
JD, CFP, MBA, CRPS
13,986 satisfied customers
I forgot toenclose one form 1099-r with my already mailed
I forgot toenclose one form 1099-r with my already mailed tax return. what can i do now … read more
abci168
abci168
Principal
27 satisfied customers
LANE, MY CLIENT RECEIVED A 1099-r FORM REPORTED IN HIS SS#
HI LANE, MY CLIENT RECEIVED A 1099-r FORM REPORTED IN HIS SS# ***** IT BELONGED TO THE ESTATE OF HIS MOTHER WHO DIED. i AM NOT SURE THE BEST WAY TO HANDLE THAT DISTRIBUTION. I HAVE BEEN ON HOLD WITH I… read more
Lane
Lane
JD, CFP, MBA, CRPS
13,986 satisfied customers
How do I exclude my 1099-R early retirement distributions
How do I exclude my 1099-R early retirement distributions from tax and penalty (under 10k distributed) that went towards a first home purchase? What's the form that exempts this distribution from inco… read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
I was notified by IRS that I had omitted a 1099-R (401k
I was notified by IRS that I had omitted a 1099-R (401k distribution) from my 2016 tax return. I do not have the 1099-R, and do not think I ever received it. But it does show up on my 401k account web… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
In box 5 on my Form 1099-R is the amount of $1974.48. How am
In box 5 on my Form 1099-R is the amount of $1974.48. How am I to apply this to my 2017 Form 1040? By the way, I purchased Service Credit prior to retiring in 2009. … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I need help filing a 2013 amendment to include a 1099-R
I need help filing a 2013 amendment to include a 1099-R income and a compensating loss. That part is fine but the executor reported the wrong stock value which created in incorrect 1099-R. So I ended … read more
Lane
Lane
JD, CFP, MBA, CRPS
13,986 satisfied customers
I received a 1099-R for a life insurance policy that I
I received a 1099-R for a life insurance policy that I cashed in. Ive had the policy for thirty years and ive paid $61500 into it. box 1 says 158000 and Box 2 says 158000. taxable amount not determine… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I have 2 W-2 forms entered into my taxed. I have 2 W-2 forms
I have 2 W-2 forms with very similar income and withholding entered into my turbo tax program. After I entered the second w-2 (again, similar income and withholding) the amount of my refund is significantly less. Why is that? … read more
Carter McBride
Carter McBride
LLM
966 satisfied customers
I received a 1099-R for pension distribution which
I received a 1099-R for pension distribution which incorrectly reported in Box 13 that I am a resident of CT. I am a resident of FL. The Disbursement reissued a 1099-R. labeled "Revised" correctly sho… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,124 satisfied customers
I received an incorrect 1099-R showing a refund of an excess
i received an incorrect 1099-R showing a refund of an excess IRA contribution as a taxable distribution. I cannot get a corrected 1099-R. What should I do? … read more
Lane
Lane
JD, CFP, MBA, CRPS
13,986 satisfied customers
I am retired. I have form 1099 - r. income here was 9000.00
I am retired. I have form 1099 - r . income here was 9000.00 dollars. SSA 1099 Shows about 16663.80 dollars. however, 1999.40 of that was what I got from plan b Medicare. So 14664.40 dollars is what I… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,124 satisfied customers
My client gave me a 1099-R that was not in the regular
My client gave me a 1099-R that was not in the regular format. All the information was there except it didn't have the payer's address and the California State ID number. My tax software tells me that… read more
Lane
Lane
JD, CFP, MBA, CRPS
13,986 satisfied customers
FORM 1099-R FROM MY 401K HAS A CODE OF 1 EARLY DISTRIBUTION
FORM 1099-R FROM MY 401K HAS A CODE OF 1 EARLY DISTRIBUTION AND I BELIEVE THAT IT SHOULD BE WITH EXCEPTION DUE TO ME SEPERATING FROM COMPANY AND WOULD LIKE TO KNOW HOW TO APPLY THIS EXCEPTION TO MY RE… read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,048 satisfied customers
When will I receive a 1099-R tax form for my whole life
when will I receive a 1099-R tax form for my whole life policy? … read more
Fred Rook
Fred Rook
Corporate Controller
BSBA
125 satisfied customers
R. it's about a liquidating distribution which I got (1099
hi .. it's about a liquidating distribution which I got (1099 DIV) but it's about 50% less than what I originally put in. Should I still wait for some form / how to report this? … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,931 satisfied customers
How can I get a copy of my 2016 1099-R federal tax return so
how can I get a copy of my 2016 1099-R federal tax return so I can compleat my 2017 taxs … read more
Lane
Lane
JD, CFP, MBA, CRPS
13,986 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x